Morgan Stanley doubles its China robot forecast again
Morgan Stanley has doubled its forecast for China humanoid robot shipments again, to 50,000 this year. The bank says the machines are moving from stage demos to real factories, shops and restaurants.
China’s robots are leaving the showroom and reaching the shop floor. Morgan Stanley has doubled its forecast for China humanoid robot shipments for the second time this year, CNBC reported. The bank now expects 50,000 units to ship in 2026.
The jump is steep. The bank started the year predicting 14,000 units. It doubled that to 28,000 in January, and has now nearly doubled it again. The reason, it says, is speed. The shift from demonstration to commercial use has come faster than expected.
The numbers behind the call
Morgan Stanley puts China’s humanoid market at $2bn this year, rising to $15bn by 2030. It sees annual shipments reaching 446,000 units by then, up from an earlier...
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